Fiduciary Wealth Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1666504
Newton, MA
Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,856,101
-$8,078,894 QoQ
Shares Held
24,049
-81.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,856,101 | 24,049 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,934,995 | 127,568 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,682,925 | 123,997 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,949,017 | 128,640 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||